Integration
Connect Nextiva and WorkflowMax
When New Missed Call fires in Nextiva, your agent runs Create Job Task in WorkflowMax, or Job Category Created in WorkflowMax to Send Email Response in Nextiva. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Nextiva and WorkflowMax to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Nextiva and WorkflowMax can do together
From Nextiva to WorkflowMax
When New Missed Call in Nextiva
then Create Job Task in WorkflowMax
From WorkflowMax to Nextiva
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Nextiva and WorkflowMax
Triggers and actions 27 triggers · 32 actions
- New Missed Call
Triggers when a call is missed in Nextiva.
- New Received Call
Triggers when an incoming call is received in Nextiva.
- New Voicemail
Triggers when a new voicemail is received in Nextiva.
- New Workitem
Triggers when a new workitem (call, text or email) is created in Nextiva.
- Get Conversation
Returns a Nextiva conversation together with its workitems.
- Get Unread Counts
Returns the number of unread conversations, mentions, calls and voicemails.
- Get Workitem
Returns one Nextiva workitem (a call, text or email) by its ID.
- Hang Up Call
Ends an active Nextiva call.
- Hold Call
Puts an active Nextiva call on hold.
- List Conversations
Returns conversations in the Nextiva account.
- List Workitems
Returns workitems (calls, texts, emails) in the Nextiva account.
- Mute Call
Mutes an active Nextiva call.
- Send Email Response
Sends an email reply on a Nextiva email workitem.
- Send SMS
Sends an outbound SMS message from Nextiva.
- Transfer Workitem to Agent
Transfers a Nextiva workitem to another agent.
- Transfer Workitem to Inbox
Transfers a Nextiva workitem to an inbox (queue).
- Unmute Call
Unmutes a muted Nextiva call.
- Job Category Created
Triggers when a new job category is created in WorkflowMax.
- Job Cost Added
Triggers when a new cost is added to any job.
- Job Document Added
Triggers when a new document is added to the selected WorkflowMax job.
- Job Task Added
Triggers when a new task is added to a job in WorkflowMax.
- Job Task Completed
Triggers when a task on the selected job is marked completed.
- Job Task Updated
Triggers when a task on the chosen job is added or changed.
- Job Updated
Triggers when a job is created or any of its details change in WorkflowMax.
- List Job Tasks
Triggers for each task on a WorkflowMax job, firing when a new task appears on the selected job.
- New Client Created
Triggers when a new client is created in WorkflowMax.
- New Cost Created
Triggers when a new cost item is added to the WorkflowMax cost list.
- New Custom Field Created
Triggers when a new custom field definition is created in WorkflowMax.
- New Invoice Created
Triggers when a new invoice is created in WorkflowMax.
- New Job Created
Triggers when a new job is created in WorkflowMax.
- New Job Status
Triggers when a new job status is added to the WorkflowMax account.
- New Lead
Triggers when a new lead is added in WorkflowMax.
- New or Updated Quote
Triggers when a quote is created or an existing quote changes in WorkflowMax.
- New PO Bill Created
Triggers when a new bill is created against a purchase order in WorkflowMax.
- New Purchase Order Created
Triggers when a new purchase order is created in WorkflowMax.
- New Quote Accepted
Triggers when a quote in WorkflowMax is accepted.
- New Quote Issued
Triggers when a quote in WorkflowMax is in the Issued state.
- New Supplier Created
Triggers when a new supplier is created in WorkflowMax.
- New Task Created
Triggers when a new task type is created in WorkflowMax settings.
- New Timesheet Created
Triggers when a new timesheet entry is created in WorkflowMax.
- Create Client
Creates a new client in WorkflowMax.
- Create Cost Admin
Creates a cost item in the WorkflowMax cost settings list.
- Create Job
Creates a new job in WorkflowMax for a client.
- Create Job Cost
Adds a cost line to an existing WorkflowMax job.
- Create Job Task
Adds a task from your WorkflowMax task list to a job.
- Create Lead
Creates a new lead in WorkflowMax.
- Create Purchase Order
Creates a draft purchase order with one line for a job and supplier.
- Create Task Admin
Creates a task in your WorkflowMax task list, which can then be added to jobs.
- Create Timesheet
Logs time against a job task for a staff member.
- Find Account
Finds WorkflowMax accounts (organisations) your connection can access whose name contains the text you enter.
- Find Business Structure
Finds client business structures (such as Company or Sole Trader) whose name contains the text you give.
- Find Client
Finds clients whose name contains the text you give.
- Find Client Type
Finds client types in WorkflowMax whose name contains the text you supply.
- Find Job
Finds jobs whose name or job number contains the text you supply.
- Find Job Cost
Finds costs on a WorkflowMax job whose description or code contains the text you supply.
- Find Job Status
Finds job statuses in your WorkflowMax account whose name contains the text you give.
- Find Job Task
Finds the tasks on a job whose name or description contains the text you supply.
- Find Staff
Finds staff members in WorkflowMax whose name or email contains the text you supply.
- Find Tax
Finds tax rates in WorkflowMax whose name contains the text you supply. Returns the matching taxes and whether any were found.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Nextiva and WorkflowMax, answered
What can start an automation from Nextiva?
Any of Nextiva's 4 triggers in the catalog, including New Missed Call, New Received Call, New Voicemail and New Workitem. Describe the moment in plain language and your agent picks the right one.
What can your agent do in WorkflowMax when something happens in Nextiva?
Any of WorkflowMax's 19 actions, including Create Client, Create Cost Admin, Create Job and Create Job Cost. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from WorkflowMax to Nextiva?
Yes. When something happens in WorkflowMax, your agent can act in Nextiva too. This page covers both directions: WorkflowMax's triggers and Nextiva's actions are listed here as well.
Do I have to build a connector for Nextiva or WorkflowMax?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Nextiva and WorkflowMax without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.